This chapter explores NVIDIA's optimistic revenue forecast linked to its new AI accelerator, Blackwell, amidst production and design challenges. The discussion highlights market reactions, revenue diversification strategies, and the company's reliance on major tech clients for growth. It also assesses the overall demand for AI chips in data centers, addressing the potential implications of shifts in customer segments.
Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a revenue forecast that fell short of some of the most optimistic estimates, stoking concerns that its explosive growth is waning. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec talk with Bloomberg Technology co-host Ed Ludlow and Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani for instant reaction and analysis for Nvidia's earnings results.
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